THE EARLY LOVEBIRD price ends soon!

The Date Night Workshop for Couples that will TRANSFORM YOUR MONEY CONVERSATIONS FROM “NOT TONIGHT” TO “GIVE ME MORE” AND SHIFT INTO TRUE FINANCIAL INTIMACY IN YOUR RELATIONSHIP

Live August 27th, 2021

8pm EST • 7pm CST • 6pm MST • 5pm PST

You know you should be able to talk to your partner about anything, but the money talk? Ehhh, maybe later.

The Frisky Finances Workshop will help you quickly understand your individual money personalities better and how they work together so that you and your boo can get better at talking about money on a regular basis.

All of this with frisky tips + strategies for those couples that:

Argue when it comes to money
Feel embarrassment, shame or guilt around money
Ignore talking about money all together
Rely on one person to manage all the money

Take your finances from "meh" to "yessssss" between the (spread)sheets so you can build wealth, protect your assets and live a fulfilled life … without all the mood-killing drama.

Landon + Janiece - San Pablo, CA

“IT'S IMPORTANT FOR US TO WORK TOGETHER AND FIND THE PLAN THAT WORKS FOR BOTH OF US.”

One of the unique things about working with Portia and her financial planning services has been learning about the Enneagram and our numbers and how which helps us understand how we approach life which translates into how we approach money... know that it's going to be a great experience!

this is what you can expect to LEARN (AND ACCOMPLISH!) AT THE WORKSHOP ... THE LEVEL OF FRISKINESS IS UP TO YOU #BOWCHICKABOWWOW

Discover how your unique personality types and core motivations drive your thoughts, feelings, and actions around money

Uncover your communication styles and tendencies when you’re stressed about money vs. when you’re in a stable financial situation

Overcome the negative patterns and programming that have hindered your relationship with money and with finances as a couple

Learn practical ways to diffuse tense situations that often arise when discussing finances

Finally take a step towards a financial goal with our Frisky Finances Framework that has you making big progress on a money goal that was a hot button issue before

Schedule regular Money + Makeout™ Date Nights for you and your partner where you actually look forward to talking about your finances

Have fun dreaming and planning about all the possibilities for your family and your legacy

Are you ready for MONEY TALKS THAT SET THE MOOD NOT CAUSE the DRAMA?

Life BEFORE Frisky Finances

Life AFTER Frisky Finances

Meet Your Workshop Host!

Hi! I’m Portia R. Jackson, CFP® and I’m obsessed with all things related to personal finance and designing your fulfilled life!

Former rocket scientist (yes, I have a PhD in Materials Science Engineering and turned down a job at SpaceX 🚀)

Transitioned from corporate to becoming a multiple six-figure business owner

CERTIFIED FINANCIAL PLANNER™ Professional

Certified Success Coach

Coached hundreds of Fortune 500 employees as a Financial Wellness Coach at PricewaterhouseCoopers

But none of that REALLY matters unless I can get YOU and your boo on track financially like I’ve done with so many others before you. And I know I can.

BECAUSE I BELIEVE ...

in planning your finances around your ideal life rather than forcing your life to fit around your finances.

in an expansion-based approach to finance and learning how to create more rather than cutting back to fit into a budget

in leveraging debt to create wealth and more opportunities

that personal finances are personal and that unlike The Sisterhood of Traveling Pants, a one-size-fits-all approach doesn’t work when it comes to money

I believe that true wealth isn’t a dollar amount but the joy and satisfaction that comes from living your purpose, enjoying the life you’ve been blessed with and staying in your own lane without comparing yourself to others.

“She knows so much information but is able to talk about it and make it super easy to understand.”

Portia is my go-to financial coach when it comes to money, hands down. She knows so much information but is able to talk about it and make it super easy to understand. And now that she’s combined the Enneagram with her financial genius, it makes talking with my boyfriend about money so much easier.

HALLEY - Portland, OR

“She knows so much information but is able to talk about it and make it super easy to understand.”

Portia is my go-to financial coach when it comes to money, hands down. She knows so much information but is able to talk about it and make it super easy to understand. And now that she’s combined the Enneagram with her financial genius, it makes talking with my boyfriend about money so much easier.

HALLEY - Portland, OR

this is what you'LL RECEIVE DURING THE WORKSHOP

The Frisky Finances 3-Part Date Night Workshop
The Four-Play Workbook
The Frisky Finances Framework Guide
BONUS: 69 Phrases to Diffuse Conflict Within Relationships
BONUS: Enneagram + Money Cheatsheet

The Frisky Finances 3-Part Date Night Workshop
The Four-Play Workbook
The Frisky Finances Framework Guide
BONUS: 69 Phrases to Diffuse Conflict Within Relationships
BONUS: Enneagram + Money Cheatsheet

Your Qs. My As.

My partner would rather listen to Baby Shark on repeat for a month than attend a workshop about money, will this still work for us?

While I do highly recommend attending the workshop TOGETHER, if your partner is completely resistant to attending, I think the workshop will still provide value for you as you’ll understand YOUR relationship with money and perhaps that understanding will pave the way for a more inviting environment to talk about money. Also, you’ll have unlimited access to the recordings so when they decide to hop on the Money Train (not the J.Lo movie) you can snuggle up and watch the recording together.

Is this financial advice?

No. This workshop is geared towards what I believe to be the first step of a proper financial strategy, which is understanding your individual money personalities and how they work together so you are positioned for success with the rest of your financial strategy. This is not financial advice and this workshop is for educational and informational purposes only.

Is The Financial Advisor Accelerator system compliant?

The system taught is compliant based on SEC and FINRA rules which are also outlined in the course.

Since I don’t have access to every firm’s compliance rules, it will be your responsibility to make sure you abide by those rules as well. As long as you can create your own independent website and post on social media, you can use this system.

How is this different from my firms’ lead generation training and other programs that promise the same thing?

Most firm trainings focus on reaching out to your entire warm market, hosting events, networking in specific groups or growing your circle of influence. Those strategies aren’t bad; however, they trade your valuable time for leads. Agencies and many marketing programs are teaching outdated strategies that simply don’t work in this post-Covid world. With The Financial Advisor Accelerator, you set it up once and then follow the efficient daily workflow, thus leveraging more of your time.

When does the program start and end and how long do I have access?

The same workshop will be run on two different dates. This live workshop will be held on Friday, August 27 at 5 pm Pacific/8 pm Eastern. There will be an encore workshop on Saturday, August 28 at 4 pm Pacific/7 pm Eastern. The workshop is approximately two hours.

So get a babysitter (if needed), silence the phones, pour two glasses of your fave frisky beverage and make a night of it. I promise the workshop will be fun, whatever you do afterwards is up to you. #winkwink

Will there be a replay?

And yes, there will be recorded replay available for you to view 24/7 so you can up the friskiness on your own schedule. The replay will be available after the encore workshop. The content will be the same in both sessions so you can pick the date that works best for both of you.

Do I get support, community or 1-to-1 access to you?

This is a self-study workshop where you will be fully guided through the 3-part workshop series, workbook and bonus guides. This workshop does not include any individual coaching from Portia. If you are looking for personal financial coaching please check out helloportia [dot] com.

Is this just for married couples?

No! This is for all couples (or multiple partners if that’s your thing) that handle their money and finances together in any capacity. You can be engaged, just dating, friends with benefits, or married. Heck, you can even be family members that live together although for multiple reasons that don’t need to be stated, I suggest ignoring the “frisky” part.

Do I get support, community or 1-to-1 access to you?

Is this just for married couples?

What is the refund policy?

This program is like enrolling in a university - just because a student decides to drop out, doesn't mean they'll get a refund on their tuition.

Inside of our programs we have a 110% Commitment Policy. We are 110% committed to supporting you and all the other students and we ask that people who enroll be 110% committed as well. It wouldn't be fair to our team and the other students inside of The Financial Advisor Accelerator if there were people enrolled that weren’t committed and drag down the positive vibes in the group. Your full commitment is expected and required and due to that there is a no refund policy.

We have intentionally created this group coaching experience to ensure high engagement, personalization, and unparalleled support to help you make the financial practice of your dreams become your reality.

Are there any other material or equipment costs besides the enrollment cost of the course?

You will need some sort of landing page software, a calendar, a CRM and an email service provider. While that would typically cost somewhere between $150-200/month depending on the size of your audience and provider you use, as part of The Financial Advisor Accelerator you’ll get a 14-day free trial to our all-in-one marketing platform. After the trial, the price is $97/month. Many of our advisors have saved hundreds of dollars per month just by switching to our platform.

When does the program start and end and how long do I have access?

Will there be a replay?

Are qualified prospects really looking for a financial advisor online?

The way people are living has been moving more and more online for years and the pandemic just accelerated that. People are working from home, getting advanced degrees without stepping foot on a college campus, and finding spouses online - finding a financial advisor online is the new normal.

When your message hits their pain points, then they will respond to that to find out more about the solution you offer. According to the Putnam Social Advisor Survey, the average asset gain was $1.4M ($0.5M median) from online marketing.

I tried ads before and they didn’t work, will this still work for me?

Yes, we address pretty much every reason digital marketing wouldn’t work for financial advisors in the training, along with a solution for each. Also, this system does not require the use of paid advertising.

Do I get support, community or 1-to-1 access to you?

Absolutely! Portia is the lead coach inside The Financial Advisor Accelerator so you will receive tons of personalized support on the live group calls (which are also recorded), in the private Facebook group and personalized feedback for your critique submissions.

When does the program start and end and how long do I have access?

The program begins Monday, April 19 when the first three modules are released. You’ll have access to the welcome module and private Facebook group upon enrollment. The first group coaching call is Thursday, April 22 and will be held weekly thereafter. This group coaching program runs for 6 months. You have access to the program for as long as you're enrolled in this group coaching experience.

You've Got Two Choices Here ...

CHOICE NUMBER 1

KEEP DOING WHAT YOU’RE DOING

You can continue down the path you’re on of arguing, ignoring or having lopsided finances and maybe … just maybe … figure out how to finally talk about money together, with the change of nothing changing at all or getting worse!

CHOICE NUMBER 2

GET FRISKY WITH YOUR FINANCES

You could allow me to guide you through a personalized framework for fun, loving and productive money conversations together … and skip over the eye rolling, stonewalling, frosty stares and overall frustration on the journey of trying to climb the financial hill of success while walking on two different paths…

you AND YOUR BOO ARE invited to come attend ...

Frisky Finances Workshop (Valued at $297)

Four-Play Workbook (Valued at $197)

Frisky Finances Framework Guide (Valued at $297)

BONUS: 69 Phrases to Diffuse Conflict (Valued at $197)

BONUS: Enneagram + Money Cheatsheet(Valued at $97)

A Happy Partnership (Priceless!)

Total Value = $1,085

Regular Price = $97

Total Value = $1,085

Regular Price = $97

Today’s Price = $47

Tony + Delicia - Atlanta, GA

“Working with Portia to help us get our finances together has been such a relief. She is so relatable and non-judgmental when it comes to money and really helped us work through how we even talk about money with each other. Portia and her work are amazing.”

Not sure if this workshop is for you?

the Frisky Guarantee

Complete The Frisky Finances Workshop and submit your workbook and if it doesn’t exceed your expectations, help you have easier money talks with your partner, or save you frustration and stress, just email us at support@wealthyandfulfilled.com and we’ll happily issue you a full refund.

Have any questions about The Frisky Finances Workshop?

Drop me a line using the chat bubble.

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